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Added to YB: 2026-03-12

Pitch date: 2026-03-10

BAYN.DE [neutral]

Bayer Aktiengesellschaft

+0.29%

current return

Author Info

Duck Pond Value Research is seeking tranquil ponds with a value philosophy. Margin of safety is not just a mantra. Follow us for investment theses, sector reports, or our economic perspectives. Sometimes ponds can be moats. Sign up for the newsletter.

Company Info

Bayer Aktiengesellschaft operates as a life science company in Europe, the Middle East, Africa, Germany, Switzerland, North America, the United States, the Asia Pacific, China, Latin America, and Brazil.

Market Cap

EUR 36.9B

Pitch Price

EUR 39.02

Price Target

N/A

Dividend

0.29%

EV/EBITDA

7.31

P/E

-10.20

EV/Sales

1.47

Sector

Pharmaceuticals

Category

turnaround

Show full summary:
The Pond Tracker | Mar '26 - Bayer Aktiengesellschaft

BAYN.DE (update): Down 11% on conflict start & litigation guidance concerns, but investment case intact. Roundup settlement at $7.25B (vs $6.7-8.4B est) could unlock re-rating as solid pharma + ag giant. CEO Anderson bought 21k shares (~€8M total, 2x board requirement), incoming CFO Hartmann added €500k, signaling confidence in turnaround.

Read full article (1 min)